Savvy Advisors Inc. lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 30.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 28,922 shares of the credit-card processor’s stock after acquiring an additional 6,688 shares during the quarter. Savvy Advisors Inc.’s holdings in Visa were worth $10,143,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also modified their holdings of V. Parvin Asset Management LLC increased its position in shares of Visa by 200.0% during the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after acquiring an additional 50 shares during the period. Dorato Capital Management purchased a new stake in shares of Visa during the fourth quarter worth $30,000. Sagard Holdings Management Inc. purchased a new stake in shares of Visa during the second quarter worth $31,000. Imprint Wealth LLC purchased a new stake in shares of Visa during the third quarter worth $39,000. Finally, Strategic Advocates LLC purchased a new stake in shares of Visa during the third quarter worth $43,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Key Stories Impacting Visa
Here are the key news stories impacting Visa this week:
- Positive Sentiment: Large-investor endorsement — Visa ranks #3 on a recent list of top stocks favored by billionaire Ken Griffin, highlighting a $1.6B stake and reinforcing confidence in Visa’s wide moat and market leadership. Read More.
- Positive Sentiment: AI strategy boosts growth narrative — Coverage details Visa’s positioning for AI-led commerce (agents negotiating/executing payments) which investors view as a path to new volumes, stickier flows and higher take-rates over time. Read More.
- Positive Sentiment: Partnerships expand payments reach — Recent partner rollouts (Bitget card launch in APAC with Visa; and continued co-brand programs like Royal Caribbean/Bank of America cards) signal incremental network volume and product diversification. Read More.
- Positive Sentiment: Earnings upside potential — Analysts note Visa’s strong surprise history and model drivers (payments volume, cross-border trends) that could produce another earnings beat, supporting investor enthusiasm. Read More.
- Neutral Sentiment: Brand/marketing lift — Visa is the worldwide tour sponsor for BTS’s new tour, a high-profile consumer marketing play that helps brand visibility in key markets but has limited near-term revenue impact. Read More.
- Neutral Sentiment: Investor attention rising — Coverage notes heavy investor searches and renewed attention on Visa; interest alone can amplify moves but doesn’t guarantee fundamentals change. Read More.
- Negative Sentiment: Technical/value weakness — Quant metrics show a falling value score and YTD underperformance, signaling some momentum/valuation risk that could cap upside until technicals improve. Read More.
Visa Stock Up 0.8%
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The company had revenue of $10.90 billion for the quarter, compared to analysts’ expectations of $10.69 billion. During the same period last year, the firm earned $2.75 earnings per share. Visa’s quarterly revenue was up 14.6% on a year-over-year basis. On average, sell-side analysts expect that Visa Inc. will post 11.3 EPS for the current fiscal year.
Visa Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th were issued a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $2.68 annualized dividend and a dividend yield of 0.9%. Visa’s dividend payout ratio (DPR) is presently 25.14%.
Insider Activity at Visa
In other news, Director Lloyd Carney sold 650 shares of Visa stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total transaction of $201,253.00. Following the sale, the director owned 2,679 shares in the company, valued at approximately $829,471.98. The trade was a 19.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.12% of the company’s stock.
Wall Street Analyst Weigh In
A number of analysts have recently weighed in on the company. Piper Sandler set a $160.00 price objective on Visa in a research report on Wednesday, January 28th. Loop Capital started coverage on Visa in a report on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Visa in a research note on Wednesday, January 21st. Macquarie Infrastructure restated an “outperform” rating and issued a $410.00 price target on shares of Visa in a research note on Friday, January 30th. Finally, Daiwa Securities Group upgraded Visa from a “neutral” rating to an “outperform” rating and set a $370.00 price target on the stock in a research note on Monday, February 2nd. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $390.96.
Read Our Latest Research Report on Visa
Visa Company Profile
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
See Also
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
